COMMUNITY FOUNDATION FOR OCEANA COUNTY: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION FOR OCEANA COUNTY (EIN 83-1970895)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-13
- IRS object ID
- 202602259349302860
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-13T15:46:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202349670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DGN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 496850947 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831970895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION FOR OCEANA COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2318693377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 S HANCOCK ST | AddressLine1Txt |
| City | PENTWATER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY CAREY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2318693377 | PhoneNum |
| Signature | 2026-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI M WENDEL CPA | PreparerPersonNm |
| PTIN | P00721554 | PTIN |
| Phone | 2319461722 | PhoneNum |
| Preparation | 2026-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TAMMY CAREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 S HANCOCK ST | AddressLine1Txt |
| City | PENTWATER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49449 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,069,506 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OCEANAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY AND TO CONNECT RESOURCES WITH NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 375 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,431,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,727,398 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,506 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,857 | CYProgramServiceRevenueAmt |
| PY Investment Income | $801,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,467,745 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $3,400 | CYOtherRevenueAmt |
| PY Total Revenue | $4,239,911 | PYTotalRevenueAmt |
| CY Total Revenue | $6,204,400 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,954,343 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,982,831 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $219,551 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $244,071 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,554 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $235,967 | PYOtherExpensesAmt |
| CY Other Expenses | $236,548 | CYOtherExpensesAmt |
| PY Total Expenses | $4,409,861 | PYTotalExpensesAmt |
| CY Total Expenses | $3,463,450 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$169,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,740,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,692,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,039,909 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $598,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $676,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,094,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,363,710 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY BY LEADING, PROMOTING AND CHANNELING PHILANTHROPY TO CONNECT RESOURCES WITH NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,231,819 | ExpenseAmt |
| Grant | $2,982,831 | GrantAmt |
| Revenue | $5,857 | RevenueAmt |
| Desc | TO ENHANCE OUR COMMUNITIES THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. | Desc |
| Total Program Service Expenses | $3,231,819 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY CAREY CEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2318693377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 S HANCOCK ST | AddressLine1Txt |
| City | PENTWATER | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49449 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOE KLIMOVITZ | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANK ARVAI | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETH SNIDER | ||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTEN CALLEN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLIE FOX | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RITA GRANT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMMA KIRWIN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOIS LYDENS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR SCOTT KARAPTIAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE PAULUS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUCY ORDOOBADI | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EVA BERUMEN-REYNA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE STIVERS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JON VANDERPLOEG | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROB BAREFOOT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY LABARGE | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAMMY CAREY | ||||||
| CEO | 40.00 | Yes (X) | $119,050 | $0 | $15,402 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,050 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,402 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,727,398 | AllOtherContributionsAmt |
| Noncash Contributions | $286,603 | NoncashContributionsAmt |
| Total Contributions | $4,727,398 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE INCOME | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $5,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,857 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,857 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $549,657 | TotalRevenueColumnAmt |
| Exclusion | $549,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,783,194 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $865,106 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $918,088 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $918,088 | TotalRevenueColumnAmt |
| Exclusion | $918,088 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 999999 | BusinessCd |
| Total Revenue Column | $3,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,204,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,257 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,467,745 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,699,032 | TotalAmt |
| Program Services | $2,699,032 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,799 | TotalAmt |
| Program Services | $283,799 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,050 | TotalAmt |
| Program Services | $59,524 | ProgramServicesAmt |
| Management And General | $29,763 | ManagementAndGeneralAmt |
| Fundraising | $29,763 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,814 | TotalAmt |
| Program Services | $46,408 | ProgramServicesAmt |
| Management And General | $22,703 | ManagementAndGeneralAmt |
| Fundraising | $22,703 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,788 | TotalAmt |
| Program Services | $8,394 | ProgramServicesAmt |
| Management And General | $4,197 | ManagementAndGeneralAmt |
| Fundraising | $4,197 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,419 | TotalAmt |
| Program Services | $8,209 | ProgramServicesAmt |
| Management And General | $4,105 | ManagementAndGeneralAmt |
| Fundraising | $4,105 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,712 | TotalAmt |
| Program Services | $8,106 | ProgramServicesAmt |
| Management And General | $21,553 | ManagementAndGeneralAmt |
| Fundraising | $4,053 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,524 | TotalAmt |
| Management And General | $25,524 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,161 | TotalAmt |
| Program Services | $73,161 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,738 | TotalAmt |
| Program Services | $1,369 | ProgramServicesAmt |
| Fundraising | $1,369 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,945 | TotalAmt |
| Program Services | $1,060 | ProgramServicesAmt |
| Management And General | $619 | ManagementAndGeneralAmt |
| Fundraising | $1,266 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,989 | TotalAmt |
| Program Services | $7,322 | ProgramServicesAmt |
| Management And General | $14,973 | ManagementAndGeneralAmt |
| Fundraising | $1,694 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $2,160 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $2,640 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,440 | TotalAmt |
| Program Services | $2,220 | ProgramServicesAmt |
| Fundraising | $2,220 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,595 | TotalAmt |
| Program Services | $3,454 | ProgramServicesAmt |
| Management And General | $2,015 | ManagementAndGeneralAmt |
| Fundraising | $4,126 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,645 | TotalAmt |
| Program Services | $1,411 | ProgramServicesAmt |
| Management And General | $2,823 | ManagementAndGeneralAmt |
| Fundraising | $1,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $21,201 | $16,961 | $4,240 | |
| STEWARDSHIP AND EVENTS | $10,801 | $5,085 | $4,178 | $1,538 |
| DUES AND MEMBERSHIPS | $6,308 | $2,218 | $2,288 | $1,802 |
| BUILDING EXPENSE | $5,138 | $5,138 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,351 | TotalAmt |
| Program Services | $1,926 | ProgramServicesAmt |
| Management And General | $1,124 | ManagementAndGeneralAmt |
| Fundraising | $2,301 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,463,450 | TotalAmt |
| Program Services | $3,231,819 | ProgramServicesAmt |
| Management And General | $139,077 | ManagementAndGeneralAmt |
| Fundraising | $92,554 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,581 | BOYAmt |
| EOY | $2,240,362 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $432,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,017 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $418,638 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,988,916 | BOYAmt |
| EOY | $21,373,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,692,921 | BOYAmt |
| EOY | $24,039,909 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,031 | BOYAmt |
| EOY | $23,879 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,654 | BOYAmt |
| EOY | $649,820 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,685 | BOYAmt |
| EOY | $676,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,094,236 | BOYAmt |
| EOY | $23,363,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,094,236 | BOYAmt |
| EOY | $23,363,710 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,692,921 | BOYAmt |
| EOY | $24,039,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,740,950 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,528,524 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,574,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,431,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,727,398 | CurrentTaxYearAmt |
| Total | $14,496,956 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,496,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,574,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,431,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,727,398 | CurrentTaxYearAmt |
| Total | $14,496,956 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,607,356 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,889,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $317,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $355,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $801,470 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,467,745 | CurrentTaxYearAmt |
| Total | $3,415,043 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $3,400 | CurrentTaxYearAmt |
| Total | $29,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,941,099 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,363 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 68 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 154 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $653,933 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $4,076,465 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $427,362 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,551,719 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,855,278 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $18,490,900 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,032,742 | BeginningYearBalanceAmt |
| Contributions | $491,986 | ContributionsAmt |
| Investment Earnings Or Losses | $2,183,277 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$858,885 | AdministrativeExpensesAmt |
| End Year Balance | $13,849,120 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,901,691 | BeginningYearBalanceAmt |
| Contributions | $495,761 | ContributionsAmt |
| Investment Earnings Or Losses | $1,273,062 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$637,772 | AdministrativeExpensesAmt |
| End Year Balance | $12,032,742 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,480,005 | BeginningYearBalanceAmt |
| Contributions | $510,648 | ContributionsAmt |
| Investment Earnings Or Losses | $1,595,607 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$684,569 | AdministrativeExpensesAmt |
| End Year Balance | $10,901,691 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,615,117 | BeginningYearBalanceAmt |
| Contributions | $253,325 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,014,344 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$374,093 | AdministrativeExpensesAmt |
| End Year Balance | $9,480,005 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,324,678 | BeginningYearBalanceAmt |
| Contributions | $429,978 | ContributionsAmt |
| Investment Earnings Or Losses | $1,478,845 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$618,384 | AdministrativeExpensesAmt |
| End Year Balance | $11,615,117 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,017 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,638 | OtherCostOrOtherBasisAmt |
| Book Value | $418,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $418,638 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD IN AGENCY CAPACITY | Desc |
| Amt | $649,820 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $649,820 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,707,400 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,528,524 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,528,524 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,178,876 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $25,524 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $25,524 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,204,400 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,437,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,437,926 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $25,524 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $25,524 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,463,450 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALSO, THE FOUNDATION HAS BEEN CERTIFIED AS A COMMUNITY FOUNDATION BY THE STATE OF MICHIGAN AND HAS RECEIVED DETERMINATION AS AN "OTHER THAN PRIVATE FOUNDATION" UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO INCOME TAX ONLY ON THE BUSINESS INCOME NOT RELATED TO ITS EXEMPT PURPOSE. SUCH TAXES ARE GENERALLY INSIGNIFICANT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2022. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS ARE USED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES FOR NON-PROFITS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SHELBY TOWNSHIP | ||||||||
| 204 N MICHIGAN AVE | SHELBY | MI | 49455 | 381885234 | GOV | $1,856,725 | $0 | CONSTRUCTION COSTS FOR TIGER ATHLETIC COMPLEX, GUN RANGE PROJECT, AND COMMUNITY PARK. |
| TRINITY LUTHERAN CHURCH | ||||||||
| 5631 W STONY LAKE RD | NEW ERA | MI | 49446 | 381387155 | 501(C)(3) | $115,000 | $0 | TRINITY LUTHERAN CHURCH BUILDING FUND |
| SHELBY PUBLIC SCHOOLS | ||||||||
| 525 N STATE STREET | SHELBY | MI | 494558201 | 386003167 | GOV | $110,940 | $0 | OUT OF SCHOOL TIME PROGRAM GRANT ADMIN FEE AND RIDE WITH PRIDE PROGRAM |
| OCEANA COUNTY HISTORICAL AND GENEALOGICAL SOCIETY | ||||||||
| 114 DRYDEN STREET | HART | MI | 494201105 | 237420760 | 501(C)(3) | $80,820 | $0 | VISITORS CENTER RENOVATIONS |
| THE LADDER COMMUNITY CENTER | ||||||||
| 67 N STATE STREET | SHELBY | MI | 49455 | 472123160 | 501(C)(3) | $60,000 | $0 | GENERAL OPERATIONS |
| OCEANA COUNTY SHERIFF DEPARTMENT | ||||||||
| PO BOX 32 | HART | MI | 49420 | 386004877 | GOV | $22,000 | $0 | SILVER LAKE RESCUE BOAT |
| OCEANA COUNTY MEDICAL CARE FACILITY | ||||||||
| 701 E MAIN ST | HART | MI | 49420 | 383146259 | GOV | $21,261 | $0 | 2025 AGENCY DISTRIBUTION |
| PENTWATER HISTORICAL SOCIETY | ||||||||
| PO BOX 54 | PENTWATER | MI | 49449 | 382477422 | 501(C)(3) | $19,940 | $0 | MUSEUM BUILDING EXPANSION PROJECT |
| TRINITY HEALTH OFFICE OF PHILANTHROPY MUSKEGON & THE LAKESHORE | ||||||||
| 6401 PRAIRIE ST SUITE 1000 | NORTON SHORES | MI | 49444 | 351443425 | 501(C)(3) | $16,607 | $0 | 2025 AGENCY DISTRIBUTION |
| BENZIE COUNTY CENTRAL SCHOOLS | ||||||||
| 9300 HOMESTEAD RD | BENZONIA | MI | 49616 | 382969375 | GOV | $15,000 | $0 | MRS. MULLEN'S CLOSET SUPPORT |
| NEW ERA CHRISTIAN SCHOOL | ||||||||
| 1901 S OAK AVENUE | NEW ERA | MI | 49446 | 381547024 | 501(C)(3) | $13,923 | $0 | 2025 AGENCY DISTRIBUTION |
| WALKERVILLE PUBLIC SCHOOLS | ||||||||
| 145 E LATHROP | WALKERVILLE | MI | 49459 | 386027331 | GOV | $13,650 | $0 | 2025 MUSIC IN SCHOOLS PROGRAM |
| HESPERIA COMMUNITY SCHOOLS | ||||||||
| 96 S DIVISION ST | HESPERIA | MI | 49421 | 386003002 | GOV | $13,000 | $0 | 2025 MUSIC IN SCHOOLS PROGRAM |
| LAKESHORE CHILDREN'S ADVOCACY CENTER | ||||||||
| PO BOX 594 | MANISTEE | MI | 49660 | 371576459 | 501(C)(3) | $10,100 | $0 | EXPANDING SERVICES FOR OCEANA CHILD ABUSE VICTIMS AND 2025 COMMUNITY WISH LIST |
| FOUNTAIN HILL COUNSELING CENTER | ||||||||
| 534 FOUNTAIN STREET NORTHEAST | GRAND RAPIDS | MI | 49503 | 382132705 | 501(C)(3) | $10,000 | $0 | OCEANA SCHOOL SUPPORT SERVICES |
| WEST MICHIGAN COMMUNITY MENTAL HEALTH | ||||||||
| 920 DIANA STREET | LUDINGTON | MI | 49431 | 383260070 | 501(C)(3) | $10,000 | $0 | BUILDING BRIDGES TO HISPANIC BEHAVIORAL HEALTH: REDUCING STIGMA THROUGH COMMUNITY PARTNER EDUCATION |
| READ MUSKEGON | ||||||||
| 26 E EAST BROADWAY AVENUE | MUSKEGON | MI | 49443 | 412176728 | 501(C)(3) | $10,000 | $0 | ESL TUTORING PROGRAM EXPANSION |
| PENTWATER FIRE DEPARTMENT | ||||||||
| PO BOX 1117 | PENTWATER | MI | 49449 | GOV | $7,460 | $0 | EMT/PARAMEDIC TRAINING SUPPORT FOR (3) STAFF | |
| UNITED WAY OF THE LAKESHORE | ||||||||
| PO BOX 207 | MUSKEGON | MI | 49443 | 381426895 | 501(C)(3) | $6,125 | $0 | FOOD TRUCKS & BIENVENIDOS EVENT |
| PENTWATER TOWNSHIP LIBRARY | ||||||||
| 402 E PARK STREET | PENTWATER | MI | 49449 | 382497896 | GOV | $5,909 | $0 | GENERAL OPERATIONS SUPPORT |
| HART PUBLIC SCHOOLS | ||||||||
| 301 W JOHNSON ST E | HART | MI | 49420 | 386003143 | GOV | $5,500 | $0 | 2025 MUSIC IN SCHOOLS PROGRAM |
| ST MICHAEL CATHOLIC CHURCH BRUNSWICK | ||||||||
| 10224 MAPLE ISLAND RD | FREMONT | MI | 494129116 | 381598964 | 501(C)(3) | $5,308 | $0 | 2025 AGENCY DISTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 562 | RecipientCnt |
| Cash Grant | $283,799 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MONITORS THAT GRANTEES HAVE PERFORMED THE ACTIVITIES THAT THE GRANTS ARE INTENDED FOR. IF A GRANT IS AWARDED STAFF WILL, WHEN APPROPRIATE, WORK WITH THE GRANTEE TO DETERMINE THE APPROPRIATE MONITORING PERIOD(S) AND SUCCESS INDICATORS FOR EVALUATION. GRANT RECIPIENTS ARE REQURED TO SUBMIT A GRANT EVALUATION REPORT FORM AT THE CONCLUSION OF THE PROJECT. (INTERIM PROGRESS REPORTS MAY ALSO BE REQUESTED.) EVALUATION INFORMATION MUST BE SUBMITTED BY THE DUE DATE SPECIFIED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $286,603 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | OFFICERS OF THE FOUNDATION AND MEMBERS OF THE BOARD OF DIRECTORS AND AUDIT COMMITTEE REVIEW THE FORM 990 TAX RETURN AND OTHER FORMS BY REVIEWING EITHER ONLINE OR IN PAPER FORM BEFORE THE REPORT IS SUBMITTED BY DUE DATE, OR APPROVED EXTENSION DATE IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. ALL CONFLICTS OF INTEREST ARE EVALUATED BY THE GOVERNING BOARD, WHO THEN DETERMINES THE BEST COURSE OF ACTION ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXCUTIVE/PERSONNEL COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS AS A WHOLE. IN LIGHT OF THE EVALUATION RESULTS, ECONOMIC CONDITIONS AND COMPARISON OF INDUSTRY SALARY SURVEYS, A RECOMMENDATION REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION IS MADE TO THE BOARD ANNUALLY. THE BOARD APPROVES THE COMPENSATION FOR THE NEXT FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTERST POLICY AVAILABLE ON ITS WEBSITE (WWW.OCEANAFOUNDATION.ORG). THESE ARE ALSO AVAILABLE UPON REQUEST AND AT WWW.GUIDESTAR.ORG. |
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